Annual Opportunity Sizing - State Procurement - State of Ohio

Associated Tasks/Responsibilities:
1. Identify, select, and educate sources of services or supplies
2. Develop and review product and service specifications, requirements, terms/conditions, and pricing schedules
3. Determine appropriate methods of procurement (e.g., small purchases; procurement card; competitive sealed bids;
competitive proposals; cooperative purchasing)
4. Determine appropriate contract type (e.g., blanket order; term contracts)
5. Solicit quotes for small purchases (e.g., telephone quotes; fax quotes; e-mail) [CPPB ONLY]
6. Solicit competitive sealed bids
7. Solicit competitive sealed proposals
8. Monitor the solicitation process (e.g., fair, full, and open competition; transparency)
9. Conduct pre-bid or pre-proposal conferences and prepare minutes
10. Prepare addenda
11. Evaluate all solicitation responses
12. Review final recommendation for award
13. Respond to solicitation protests
14. Conduct hearings (e.g., protest; responsibility; debarment)
15. Determine payment methods and options
DOMAIN IV. SUPPLIER ANALYSIS CPPO: 7% CPPB: 8%
Knowledge of:
A. techniques to ensure supplier compliance to specifications
B. supplier requirements (e.g., space; delivery; industry standards)
C. techniques to evaluate supplier performance
D. purpose for supplier visits (e.g., site reviews and observations)
E. interviewing techniques
F. evaluation methods of supplier samples and demonstrations
Associated Tasks/Responsibilities:
1. Conduct supplier visits and evaluations [CPPB ONLY]
2. Review supplier samples and/or demonstrations with the buying organization management
and/or customer departments [CPPB ONLY]
3. Evaluate supplier performance
4. Monitor supplier compliance
5. Monitor supplier responsibility (e.g., financial; legal; certification; licensure)
DOMAIN V. NEGOTIATION PROCESS CPPO: 8% CPPB: 3%
Knowledge of:
A. negotiations strategies and techniques
B. problem-solving and decision-making techniques and processes
C. negotiation process and documentation requirements [CPPO ONLY]
Associated Tasks/Responsibilities:
1. Select negotiation team members [CPPO ONLY]
2. Prepare and review negotiations strategies
3. Approve negotiations strategies
4. Conduct contract and potential supplier negotiations
5. Document and record negotiation process [CPPO ONLY]
DOMAIN VI. CONTRACT AWARD AND ADMINISTRATION CPPO: 10% CPPB: 18%
Knowledge of:
A. elements of a contract
B. contractual document preparation
C. award recommendation process
D. contractual approval process (e.g., legal; risk management; health and safety)
E. contract management (e.g., performance; ongoing risk)
F. contractual problems and resolutions (e.g., notice to cure; liquidated damages)
G. follow-up procedures and expediting
H. supplier claims and appeals process
I. contract modifications (e.g., change orders; amendments)
J. contract termination
Associated Tasks/Responsibilities:
1. Route for review and obtain approval of contracts when required (e.g., legal; risk management; health and safety)
2. Prepare and issue contractual documents
3. Administer contracts and purchase orders from award to completion
4. Conduct follow-up procedures and expedite deliveries when necessary
5. Modify contractual obligations
6. Seek appropriate resolution for contractor non-compliance
UPPCC Official Candidate Handbook for Certification
2008 Edition • Page 21 of 26